Reports and Exports
The Reports tab consolidates all the key metrics from your workstream into a single, shareable view — an executive summary suitable for management reporting, budget discussions, or operational reviews.
What the Report Shows
The report is generated automatically from your current workstream data. It covers:
Current status
A snapshot of where your workstream stands today: how much data you have, whether a forecast has been generated, peak headcount requirement, coverage percentage, scheduled FTE, and weekly labour cost.
Demand profile
Volume statistics (mean, peak, minimum), the dominant day-of-week pattern, intraday shape, and volume trend (growing/stable/declining). This is the context that explains why your staffing requirement is what it is.
Staffing summary
Peak seated requirement, peak scheduled requirement, coverage %, and a breakdown of understaffed intervals — how many there are, when they occur, and how large the gaps are.
Service level analysis (voice)
Predicted SL across all intervals, the share of intervals hitting the target, and root-cause attribution (is the SL risk driven by volume, AHT, or coverage?).
Forecast quality
WAPE, MAPE, and bias (if accuracy snapshots exist), % within 5% and within 20%, and whether accuracy is improving or degrading over time.
Cost analysis
Weekly cost, monthly and annual projections, cost per contact, budget variance, and a breakdown by cost component (base labour, on-cost, premiums).
Key assumptions
A plain-language summary of all the inputs used: "AHT: 240 seconds. SL target: 80% in 20 seconds. Shrinkage: 30%. Max occupancy: 85%."
This is essential for stakeholder sign-off — it makes the plan's assumptions transparent before they are approved. A plan that is approved without its assumptions being visible is a plan that is approved for the wrong reasons.
Anomalies and recommendations
Rule-detected patterns that need attention: "AHT on Mondays is consistently 15% above the weekly average — investigate call-type mix", "Thursday afternoons are understaffed by 3 agents for the last 4 weeks".
AI Narrative Summary
When the AI feature is configured, the Reports tab includes a button to generate an AI-written executive narrative. This is 2–3 paragraphs written in plain English covering the key findings — suitable for an operations report or board pack without any formatting changes.
Click Generate summary to run it. It takes 5–10 seconds. The narrative pulls only from your workstream data — no external information is used.
Exporting Data
| Format | Where to find it | Contents |
|---|---|---|
| Excel workbook | Reports tab | Separate sheets: summary, forecast, requirements, schedule, cost, roster |
| CSV | Each individual tab | Raw data for that tab in a flat format |
| Reports tab → Print (Ctrl+P → Save as PDF) | Print-optimised version of the report | |
| Calendar (.ics) | Schedule tab | Shift events per day, importable into any calendar app |
Using Reports for Stakeholder Communication
The report is designed to be shared with people who do not use Turnella day-to-day:
- Operations directors wanting a workforce cost overview
- Finance teams reviewing headcount budget requests
- HR reviewing attrition and absence risk
- Senior leadership checking service level performance
The key assumptions section is particularly valuable for stakeholder sign-off. By making every input visible, you give reviewers the opportunity to challenge assumptions before the plan is approved — which is far better than them challenging the outputs after the fact.
For audit trail purposes, export a PDF of the report before making significant changes to the plan. The report reflects the current state of the workstream at the moment you view it — there is no history of past states within the tool.